CrossVal vs Orion Portfolio Accounting
CrossVal
crossval.comOrion Portfolio Accounting
orion.comSide by side
| Figure | CrossVal | Orion Portfolio Accounting |
|---|---|---|
| Price from | 550 AED/mo | $1,083.33/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 2 | 3 |
| Spec score · Investment Accounting Software | 7.9 (#6) | 7.6 (#13) |
| Founded | 2022 | 1999 |
| Headquarters | Dubai, United Arab Emirates | Omaha, Nebraska, United States |
| Integrations | The About page names QuickBooks, Xero, Zoho Books, and NetSuite as integrations. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Purpose | CrossVal automates cash visibility and financial operations for businesses in the UAE and wider region. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Reconciliation | CrossVal says it matches bank transactions to company books daily. | Orion says it reconciles brokerage data with custodians overnight and aims to deliver reconciled positions before the U.S. market opens on a typical trading day. |
| Security | CrossVal says customer data is stored in AWS and MongoDB with encryption, role-based access controls, backups, and security updates. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Support | The Launch plan includes dedicated support, while Enterprise includes dedicated support and a dedicated implementation team. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
Plans
Orion Portfolio Accounting
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
In their own words
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms. It includes advisory fee billing, household-level rebalancing and trading, a client portal and mobile app, plus professional services, cloud data warehousing and data services. Advisors can assemble personalized reports using drag-and-drop controls and sub-report options. Orion says it reconciles brokerage data with custodians overnight, aiming to have positions reconciled before the U.S. market opens on a typical trading day. The platform lists hundreds of integrations and an open API framework, including an AltExchange connection for alternative-asset aggregation, reporting and billing. It is available standalone or bundled in Orion Foundation, Essentials or Advantage Stacks, with module availability varying by tier. Standalone pricing is on request and depends on firm size, assets under management and configuration. Stack prices start at $13,000 a year for Foundation, $18,000 a year for Essentials and $28,000 a year for Advantage. Orion lists Android, iOS, web and API availability, and offers support by chat, phone, email and co-browsing.